Portfolio (Quarterly)
Guide ↗
LFL Advisers, LLC
· CIK 0001694127| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BK | BANK NEW YORK MELLON CORP | Financial Services | 461,485.0 | $66.7M | 17.84% | NEW | — | $144.61 | -0.6% |
| 2 | LAMR | LAMAR ADVERTISING CO NEW | Real Estate | 313,640.0 | $48.9M | 13.08% | NEW | — | $155.98 | -3.5% |
| 3 | TEL | TE CONNECTIVITY LTD | Technology | 232,769.0 | $46.9M | 12.55% | NEW | — | $201.61 | +0.7% |
| 4 | AON | AON PLC | Financial Services | 136,691.0 | $45.3M | 12.12% | NEW | — | $331.69 | +5.4% |
| 5 | SUNB | SUNBELT RENTALS HOLDINGS INC | Financial Services | 539,054.0 | $40.3M | 10.78% | NEW | — | $74.81 | -1.5% |
| 6 | PGR | PROGRESSIVE CORP OHIO | Financial Services | 172,599.0 | $37.7M | 10.08% | NEW | — | $218.45 | -0.4% |
| 7 | ALV | AUTOLIV INC | Consumer Cyclical | 314,050.0 | $36.5M | 9.75% | NEW | — | $116.17 | +5.8% |
| 8 | GOOG | ALPHABET INC | — | 101,128.0 | $35.7M | 9.55% | NEW | — | $353.33 | — |
| 9 | — | BERKSHIRE HATHAWAY INC DEL | — | 31,691.0 | $15.9M | 4.24% | NEW | — | $500.39 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
59.0%
Real Estate
15.2%
Technology
14.6%
Consumer Cyclical
11.3%